Advisor OS LLC Grows Holdings in Caterpillar Inc. $CAT

Advisor OS LLC raised its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 23.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 5,259 shares of the industrial products company’s stock after purchasing an additional 995 shares during the quarter. Advisor OS LLC’s holdings in Caterpillar were worth $2,509,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Fisher Asset Management LLC grew its stake in Caterpillar by 2.3% in the 2nd quarter. Fisher Asset Management LLC now owns 9,418,321 shares of the industrial products company’s stock worth $3,656,286,000 after acquiring an additional 208,196 shares in the last quarter. Norges Bank purchased a new stake in shares of Caterpillar in the second quarter valued at approximately $2,165,899,000. Bank of New York Mellon Corp grew its stake in Caterpillar by 20.7% in the third quarter. Bank of New York Mellon Corp now owns 3,553,930 shares of the industrial products company’s stock worth $1,695,757,000 after purchasing an additional 609,023 shares in the last quarter. Charles Schwab Investment Management Inc. grew its stake in Caterpillar by 1.0% in the second quarter. Charles Schwab Investment Management Inc. now owns 3,337,915 shares of the industrial products company’s stock worth $1,295,432,000 after purchasing an additional 33,467 shares in the last quarter. Finally, Invesco Ltd. increased its holdings in Caterpillar by 4.5% during the 2nd quarter. Invesco Ltd. now owns 3,282,720 shares of the industrial products company’s stock worth $1,274,385,000 after purchasing an additional 140,784 shares during the period. 70.98% of the stock is currently owned by institutional investors.

Caterpillar Price Performance

Shares of CAT opened at $766.15 on Thursday. The company has a 50 day moving average of $660.74 and a two-hundred day moving average of $559.89. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44. Caterpillar Inc. has a twelve month low of $267.30 and a twelve month high of $789.81. The company has a market cap of $356.48 billion, a price-to-earnings ratio of 40.71, a price-to-earnings-growth ratio of 1.82 and a beta of 1.58.

Caterpillar (NYSE:CAT) last issued its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, beating the consensus estimate of $4.67 by $0.49. The firm had revenue of $19.13 billion during the quarter, compared to analyst estimates of $17.81 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The business’s revenue for the quarter was up 17.9% compared to the same quarter last year. During the same quarter in the prior year, the business posted $5.14 EPS. As a group, analysts predict that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th were issued a $1.51 dividend. This represents a $6.04 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Tuesday, January 20th. Caterpillar’s dividend payout ratio (DPR) is currently 32.09%.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Wells Fargo raised its price target on CAT to $870 and kept an “overweight” rating — a sizable upward revision that supports further upside expectations. Wells Fargo price target raise
• Positive Sentiment: Daiwa Securities raised its target to $790, another analyst upgrade adding to bullish analyst momentum. Daiwa price target raise
• Positive Sentiment: Large institutional flows and analyst upgrades remain supportive — recent filings show major fund increases (Norges Bank, Wellington, Capital International, MFS) and some analysts have lifted FY26 estimates.
• Positive Sentiment: Caterpillar expanded its software and services footprint by acquiring Australian mining‑software firm RPMGlobal — strategic for aftermarket/service revenue and digital offerings. RPMGlobal acquisition
• Positive Sentiment: Caterpillar Venture Capital backed ElevenEs’ Series B — a small strategic investment signaling tilt toward tech/commodity‑trading adjacencies. ElevenEs Series B
• Neutral Sentiment: Coverage comparing Caterpillar and Deere highlights divergent recent results; useful competitive context but not an immediate catalyst by itself. CAT vs Deere analysis
• Neutral Sentiment: Market commentary notes a larger diesel genset market and that CAT now trades at a premium valuation (high P/E), increasing sensitivity to any slowdown — contextual, not instantly catalytic. Diesel gensets / valuation
• Negative Sentiment: Short interest jumped ~61% in February to ~10.0M shares (≈2.2% of shares), raising near‑term bearish pressure and potential volatility if shorts cover or add. (Days‑to‑cover ≈2.5.)
• Negative Sentiment: Insider selling: director Rodney Michael Shurman sold 2,278 shares (and had earlier sales), which can be interpreted negatively by some investors even if economically modest. Insider sale filing

Insider Buying and Selling at Caterpillar

In other Caterpillar news, insider Denise C. Johnson sold 39,138 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $681.08, for a total transaction of $26,656,109.04. Following the sale, the insider owned 43,350 shares of the company’s stock, valued at approximately $29,524,818. The trade was a 47.45% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Rodney Michael Shurman sold 2,278 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $759.61, for a total transaction of $1,730,391.58. Following the transaction, the insider owned 1,443 shares in the company, valued at $1,096,117.23. The trade was a 61.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 143,450 shares of company stock valued at $98,245,065. Insiders own 0.33% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on CAT shares. Sanford C. Bernstein reissued a “market perform” rating and set a $678.00 price target on shares of Caterpillar in a research report on Friday, January 30th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Caterpillar in a research note on Monday, December 29th. Daiwa Securities Group raised their target price on shares of Caterpillar from $640.00 to $790.00 in a research report on Wednesday. Evercore upped their price target on shares of Caterpillar from $476.00 to $630.00 and gave the stock an “outperform” rating in a research report on Monday, November 17th. Finally, Citigroup lifted their price objective on shares of Caterpillar from $710.00 to $760.00 and gave the company a “buy” rating in a report on Monday, February 2nd. Sixteen equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Caterpillar presently has a consensus rating of “Moderate Buy” and an average target price of $712.52.

About Caterpillar

Caterpillar Inc is a global manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines and locomotives. The company’s product portfolio includes earthmoving machines such as excavators, bulldozers, wheel loaders and off‑highway trucks, as well as a range of power generation products including generator sets and power systems for industrial and commercial use. Caterpillar serves customers across heavy construction, mining, energy, transportation and related industries with both equipment and integrated technology solutions.

In addition to manufacturing, Caterpillar provides a broad range of aftermarket parts and support services, including maintenance, repair, remanufacturing and fleet management tools.